See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,371 | $81,248-47.8% | $155,509-72.8% | $80,856-47.6% |
| Participation rate | 38.5% | 66.2%-27.8pp | 78.2%-39.7pp | 67.6%-29.2pp |
| Annual return | 22.90% | 33.31%-10.4pp | 64.67%-41.8pp | 35.59%-12.7pp |
| Employer contribution / active EE | $1,927 | $3,100-37.9% | $4,672-58.8% | $2,755-30.1% |
| Participant deferral / active EE | $3,058 | $3,452-11.4% | $5,626-45.6% | $4,296-28.8% |
| Admin fee / account holder | $1,515 | $7,997-81.1% | $15,912-90.5% | $6,918-78.1% |